Northern Trust

1 month ago

Associate Wealth Advisor

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 7 hours agoStatus: Live

Job Summary

As an Associate Wealth Advisor, you will collect and organize client wealth profiles, design integrated wealth plans, and coordinate with internal partners to deliver tailored financial advice. You’ll conduct research on wealth solutions, prepare client presentations, and support senior advisors in servicing high-net-worth individuals and families. You will collaborate with the team to analyze fees and strategies, with CFP or MBA designations encouraged.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Consulting & Advisory

Seniority: Entry level

Key Responsibilities

•Collect, organize and maintain client wealth profile data; assist in designing wealth plans integrating wealth management and tax goals.
•Synthesize client data and prepare wealth plan presentations; support Lead Relationship Manager in determining service requirements.
•Communicate with internal/external partners to obtain and deliver wealth plan information; conduct fundamental research on wealth plan solutions and strategies.
•Prepare fee analyses of products and services and deliver client meetings; coordinate daily activities and oversee transaction processing as needed.
•Serve as a subject matter expert, mentor junior staff, and contribute to decisions and broader knowledge within the team.

Key Requirements

•3 to 5 years of financial and wealth planning and analysis experience with high-income/net worth individuals and families desired.
•Knowledge of financial services, financial markets and financial planning, usually acquired by formal education or work related experience; pursuing professional designations including CFP®, MBA and similar evidence of advanced learning.
•Strong communication and presentation skills with ability to prepare client meetings and collaborate with internal/external partners.
•Ability to analyze data and perform wealth plan related analysis; familiarity with wealth transfer and tax efficiency goals.
•Professional designations such as CFP® or MBA are encouraged and viewed as beneficial.

Experience:3-5 yearsWealth managementFinancial planningFinancial services

Skills:CommunicationPresentationCollaborationMentoring

Certifications:CFP

Company Brief

Northern Trust

Global financial services firm providing wealth management, asset servicing, asset management, and banking solutions to institutions, corporations, and affluent individuals, with a focus on custody, investment management, and technology-driven services.

Industry: Asset Management

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Chicago, United States

Founded: 1889

Glassdoor: 3.9

Website LinkedIn

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Northern Trust

1 month ago

Associate Wealth Advisor

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 7 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Consulting & Advisory

Seniority: Entry level

Key Responsibilities

•Collect, organize and maintain client wealth profile data; assist in designing wealth plans integrating wealth management and tax goals.
•Synthesize client data and prepare wealth plan presentations; support Lead Relationship Manager in determining service requirements.
•Communicate with internal/external partners to obtain and deliver wealth plan information; conduct fundamental research on wealth plan solutions and strategies.
•Prepare fee analyses of products and services and deliver client meetings; coordinate daily activities and oversee transaction processing as needed.
•Serve as a subject matter expert, mentor junior staff, and contribute to decisions and broader knowledge within the team.

Key Requirements

•3 to 5 years of financial and wealth planning and analysis experience with high-income/net worth individuals and families desired.
•Knowledge of financial services, financial markets and financial planning, usually acquired by formal education or work related experience; pursuing professional designations including CFP®, MBA and similar evidence of advanced learning.
•Strong communication and presentation skills with ability to prepare client meetings and collaborate with internal/external partners.
•Ability to analyze data and perform wealth plan related analysis; familiarity with wealth transfer and tax efficiency goals.
•Professional designations such as CFP® or MBA are encouraged and viewed as beneficial.

Experience:3-5 yearsWealth managementFinancial planningFinancial services

Skills:CommunicationPresentationCollaborationMentoring

Certifications:CFP

Company Brief

Northern Trust

Industry: Asset Management

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Chicago, United States

Founded: 1889

Glassdoor: 3.9

Website LinkedIn